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Newsletter Archives


Latest Developments with our Carriers and Products



July 2017

07/11/2017 The case for cash value life insurance, a video on establishing guaranteed retirement income, making healthcare cost conversations easier
07/06/2017 Help your clients get started on this challenge early

June 2017

06/30/2017 Help Clients Choose How They Pay for College
06/29/2017 Independence Day Holiday Schedule
06/29/2017 U.S. Parents’ College Funding Worries are Top Money Concern
06/27/2017 Survival tips for recent grads, Vitality Active Rewards with Apple Watch, Executive Bonus Plan Case Study and more
06/20/2017 Kill 3 birds with one stone, help your business clients plan ahead, mitigating risk and more 
06/15/2017 Check out the facts on the cost of college
06/13/2017 Why women are open to LTC planning, informal care insight

May 2017

05/25/2017 Happy Memorial Day from your friends at Insurance Designers of Dallas
05/02/2017 A video on simple tax diversification, leaving a larger legacy with a free charitable giving benefit rider, tips for foreign nationals and more

April 2017

04/20/2017 Your Clients Care about Taxes
04/13/2017 Customers Want Advice on Lowering Taxes
04/06/2017 Tax Planning Matters to Your Clients
04/03/2017 The truth about LTC, top 3 retirement fears and more

March 2017

03/06/2017 3 new videos, a 2017 tax kit and tools to help build a retirement income strategy 

February 2017

02/20/2017 Reaction to possible ACA repeal, financial markets review, free underwriting upgrades and more
02/13/2017 The politics of planning, a new infographic, a campaign-in-a-box and more 
02/07/2017 A February marketing opportunity, wealth transfer sales idea, update on the modern American family 
02/02/2017 Office Closing for Funeral Service on Friday

January 2017

01/30/2017 Insurance planning with low interest rates, keeping harmony in the family and more
01/30/2017 Opportunity in the Farmers and Ranchers Market
01/23/2017 Economic and financial markets review, making retirement savings last longer, and more 
01/19/2017 Opportunity in the Farmers and Ranchers Market
01/17/2017 The tax proposals of the President-Elect, index strategy options explained
01/12/2017 Opportunity in the Farmers and Ranchers Market
01/09/2017 The history of the estate tax, tips for selling DI to young couples, and more 
01/04/2017 Grow Your Business with Life Insurance Reviews
1/03/2017 Understanding LTC buyers, using life insurance to protect client assets, and more 

December 2016

12/22/2016 Grow Your Business with Life Insurance Reviews
12/20/2016 Holiday Hours
12/19/2016 What the Fed rate hike means for clients, paying for college and student loans, and more
12/15/2016 Grow Your Business with Life Insurance Reviews
12/12/2016 Videos to share with clients, tips for selling DI and more
12/08/2016 These stats on Life Insurance Reviews are eye-opening!
12/08/2016 MetLife Retiring Certain Products
12/06/2016 Impact of 2016 election, using life insurance to help navigate a divorce, and more

November 2016

11/28/2016 Help set expectations for Foreign National customers
11/22/2016 Holiday Office Hours
11/17/2016 Grow Your Business with Foreign Nationals
11/11/2016 John Hancock to Discontinue Individual LTC Insurance Sales
11/07/2016 The Key to Success in Long-Term Care
11/10/2016 Grow Your Business with Foreign Nationals


October 2016

10/25/2016 IMPORTANT Transamerica Contract Updates
10/18/2016 More Death Benefit for the same premium


September 2016

9/29/2016 LIAM Content for your Social Media Marketing
9/22/2016 These Customers Need Your Help
9/15/2016 Videos to Share with Clients
9/8/2016 September is Life Insurance Awareness Month
9/2/2016 Happy Labor Day
9/1/2016 The “Sandwich” Generation is Feeling Squeezed


August 2016

8/29/2016 Is term really the cheapest option?
8/25/2016 Strategies for the Sandwich Generation
8/18/2016 Are your clients feeling squeezed?
8/15/2016 Why Irrevocable doesn’t have to mean inflexible


July 2016

7/28/2016 Because Customer Needs Can Change
7/21/2016 3 Life Insurance Sales in One
7/18/2016 Tools to help create a diversified retirement income strategy
7/14/2016 6 Reasons to Convert Term Policies
7/11/2016 New business succession planning materials


June 2016

6/30/2016 Happy Independence Day!
6/30/2016 Other Financial Considerations in a Divorce
6/27/2016 A 3 minute video that could impact your business
6/23/2016 Grey’ Divorces a Growing Trend
6/20/2016 Materials to help drive LTC awareness
6/16/2016 Do you have any clients getting divorced?
6/13/2016 Video: Hit the Road


May 2016

5/30/2016 Real People. Real Disability Stories
5/23/2016 Insurance for Paychecks
5/16/2016 Disability Insurance Awareness Month
5/16/2016 Securian’s YouTube Channel: Fast, Easy Access to Client Videos
5/9/2016 Your Clients’ Most Valuable Asset
5/5/2016 SBLI – The New Way to Buy Term Insurance
5/4/2016 Grow your business with Multicultural Marketing


April 2016

4/27/2016 Multicultural Customers Can Grow Your Business – Hispanic American
4/25/2016 Position Whole Life More Effectively with Words that Work
4/21/2016 Multicultural Consumers Can Help Grow Your Business – Asian American
4/18/2016 Videos: Life Insurance as a Financial Tool
4/14/2016 Multicultural Consumers Can Help Grow Your Business – African American
4/11/2016 Your One Stop for DOL Fiduciary Rule and more…
4/6/2016 Video: New Beginnings
4/4/2016 Resources to Help You Lower Client Taxes
4/4/2016 Burden or Benefit? and more…


March 2016

3/21/2016 Customers Want Advice on Lowering Taxes
3/14/2016 Infographic on the importance of tax planning
3/2/2016 The New Language of Estate Planning and more…


February 2016

2/2/2016 Important Announcement about Genworth


December 2015

12/1/2015 3 new videos and busting LTC myths


November 2015

11/16/2015 Year-End Planning Strategies
11/12/2015 Videos to help you Start LTC Conversations
11/2/2015 Learn what your clients are thinking and sell what matters to them


October 2015

10/26/2015 A video to help you get prospect on social media and other sales ideas
10/12/2015 Videos to help you start a LTC conversation
10/8/2015 Planning in a low interest rate environment


September 2015

9/28/2015 New Infographic and Consumer Video
9/21/2015 3 New Videos and More